T
$131.9M Total AUM
$131.9M Disc. AUM
10.6% 3Y CAGR
3 Employees
130 ADV. Clients
19 yrs Firm Age
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- Custodian
- Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-15-2007
- Office Locations
- 1
Office Locations
-- Baldwin NY
About Tublin - Difusco Advisors Inc.
Tublin - Difusco Advisors Inc. is a Baldwin-based RIA. The firm has been operating for 19 years. Managing $131.9M in total assets under management, with 2 advisory representatives. They custody assets with Wells Fargo.
Team overview
-- AVG AGE
$65.9M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
6.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
0 RIA Reps
19yrs Firm Age
Insights
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
V
VINCENT THOMAS DIFUSCO
Chief Compliance Officer, President
- CRD
- #4642592
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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S
SARAH ANNE HOPKINS
Financial Advisor
- CRD
- #5395677
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $131,853,567 | $1,014,258 |
| Non-Discretionary | $0 | -- |
| Total | $131,853,567 | $1,014,258 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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